Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Seattle
Roles
- Wealth Manager
- Wealth Strategy Group
Becky Wilcox, CFA®, MBA, FRM®
Wealth Manager
Becky has more than 20 years of experience in the investment advisory business in a variety of capacities, including relationship and portfolio management, research and trading. She has been with Coldstream Wealth Management since April 2017, when Rainier Group Investment Advisory merged with Coldstream. She joined Rainier Group as the Director of Portfolio Management and then transitioned to the role of Wealth Manager. Prior to joining Rainier Group, Becky was a Director at Freestone Capital Management, another Seattle-based investment advisory firm. She has also held positions of bond analyst for GE Financial Assurance and financial advisor at Prudential Securities.
Becky has a Bachelor of Arts degree from McGill University, a portion of which she completed at the Free University in Berlin. She also has a Masters of Business Administration from the University of Washington. Becky holds designations of Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM), and she is a member of the CFA Society of Seattle.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
THE MOST TREASURED THING I OWN
My husband and I bought a sailboat 6 years ago that we hope to take across an ocean (at least one!) someday.
ONE PIECE OF ADVICE
Don’t let perfect be the enemy of good. In my experience, small steps towards a goal are more lasting and sustainable versus a sudden, sweeping push towards an objective.
HOBBIES
In my free time, you’ll find me on the sailboat with my husband and kids exploring the beautiful Salish Sea. I’m an avid knitter and enjoy karaoke, live music, and hosting dinner parties at my home in Edmonds. I am a huge fan of all things in the Pacific NW, and continue to count my move from the east coast to Seattle in 1999 as one of the best decisions of my life.
COLDSTREAM SHAREHOLDER
Coldstream is an employee-owned financial services firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.
Recent Article Contributions
June 10, 2026
Setting Up Young Adults for Financial Success: An Ask the Expert Podcast
What does it take to set up young adults for financial success? What is missing in the educational system, what are the most important fundamentals we can instill in kids, and how can we empower young people to be not just financially literate, but financially confident? Financial Beginnings has been empowering youth and adults to [...]Contributions from: Becky Wilcox, CFA®, MBA, FRM®October 3, 2025
Caring for Aging Parents
For the past two years, I’ve been the primary caregiver for my 94-year-old mom. The experience has been both challenging and—unexpectedly—rewarding. Everyone’s journey looks different, but there are common threads. Caring for aging parents requires planning, flexibility, compassion, and a strong support system. Here are a few lessons that I’ve learned that may help guide [...]Contributions from: Becky Wilcox, CFA®, MBA, FRM®June 24, 2025
Invest in Women: Well-Being at Any Age
We are grateful and honored to have cultivated such a remarkable community of women who attend Coldstream’s Invest in Women events. We hope everyone came away from our most recent event, Healthy Aging, as inspired and informed as we did. The discussion centered on what for many may be sensitive and intimate issues, and it [...]Contributions from: Anne Marie Stonich, CFP®, CPA, Becky Wilcox, CFA®, MBA, FRM®, Vonie Bright, CFP®
